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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Bartlett & Co
Ohio
$14K – – –
FFA
402
Farther Finance Advisors
California
$13.6K +$4.92K +617 +59%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$13.5K – – –
GGI
404
Godsey & Gibb Inc
Virginia
$13.4K -$4.27K -536 -25%
WBC
405
West Branch Capital
Massachusetts
$13.4K -$797 -100 -6%
WP
406
WealthPLAN Partners
Nebraska
$13.3K +$13K +1,629 New
HCP
407
Hexagon Capital Partners
Arkansas
$12.8K -$327 -41 -3%
CTA
408
Colonial Trust Advisors
South Carolina
$12.4K – – –
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$12.2K -$3.99K -500 -25%
Jones Financial Companies
410
Jones Financial Companies
Missouri
$12.1K +$2.39K +300 +25%
CMP
411
Coston McIsaac & Partners
Maine
$12K – – –
HBW
412
Hazlett, Burt & Watson
West Virginia
$12K – – –
FDCC
413
Foster Dykema Cabot & Co
Massachusetts
$12K +$11.6K +1,451 New
WIM
414
WealthPlan Investment Management
Nebraska
$11.9K +$11.6K +1,461 New
DIP
415
DT Investment Partners
Pennsylvania
$11.1K – – –
CNBTD
416
Citizens National Bank Trust Department
Mississippi
$11K – – –
PB
417
Pinnacle Bancorp
Nebraska
$10.6K +$10.4K +1,307 New
HGWM
418
Harvest Group Wealth Management
Massachusetts
$10.4K +$1.4K +175 +16%
GFPC
419
Global Financial Private Client
Florida
$10.4K – – –
YDMI
420
Y.D. More Investments
Israel
$10.3K – – –
RBC
421
Roble Belko & Company
Pennsylvania
$10K – – –
PGAM
422
Princeton Global Asset Management
New Jersey
$10K +$622 +78 +7%
ZB
423
Zions Bancorporation
Utah
$9.78K -$7.35K -922 -43%
AIM
424
Anchor Investment Management
South Carolina
$9.77K – – –
TIM
425
Tortoise Investment Management
New York
$9.77K – – –
15 16
17
18 19

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.